"Revenue hit $1.41 billion, up 70% year-over-year and ahead of the $1.36 billion consensus. EPS of $0.25 topped estimates of $0.23. But the number that matters most is the full-year 2026 revenue guide: $7.182 to $7.198 billion, implying 61% growth. That compares to a Street estimate of $6.22 billion, representing 15% upside to consensus. U.S. commercial revenue grew 137% year-over-year to $507 million, accelerating from the prior quarter's already-strong pace."
"Net income reached $609 million, a 43% margin. Operating cash flow came in at $777 million. The company's Rule of 40 score, a measure of growth plus profitability, hit 127%. CEO Alex Karp framed it bluntly: "Palantir's Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it.""
Palantir reported Q4 revenue of $1.41 billion, up 70% year-over-year, and GAAP EPS of $0.25. The company issued FY2026 revenue guidance of $7.182–$7.198 billion, implying 61% growth and exceeding Street estimates by about 15%. U.S. commercial revenue surged 137% to $507 million while U.S. government revenue rose 66% to $570 million. Palantir closed $4.26 billion in total contract value, up 138% year-over-year. Net income reached $609 million with operating cash flow of $777 million, and the Rule of 40 score hit 127%, underscoring strong operating leverage. Retail sentiment and prediction markets turned bullish after the release.
Read at 24/7 Wall St.
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